Jim Cramer Recommends Buying Dell, Selling Super Micro Computer Amid Earnings Surge

Jim Cramer, during multiple appearances on CNBC's Mad Money Lightning Round, has advised investors to sell shares of Super Micro Computer (SMCI) and instead buy Dell Technologies (DELL). He cited concerns about Super Micro's accounting issues and recommended Dell despite recent executive changes, emphasizing Dell's strong financial performance, including beating revenue and earnings expectations in Q2 with $29.8 billion in sales. Dell's stock has outperformed the S&P 500 over the past year, gaining 32.4%, buoyed by its new PowerEdge XR8720t server designed for demanding AI and telecom workloads. Additionally, Cramer showed interest in other tech stocks, recommending buying some Kyndryl Holdings and Applied Digital Corporation, noting the latter's significant contracts. Despite mixed reactions in the markets, Cramer remains bullish on Dell and cautious about Super Micro due to regulatory and accounting concerns. His commentary reflects a preference for companies with solid earnings and growth potential in the AI and edge computing sectors.